Integrity Wealth LLC logo

Integrity Wealth LLC

Updated today

Client AUM

$282,238,825

Clients

245

Advisors

6

across 2 offices

About

Integrity Wealth serves individuals (including high-net-worth households), trusts, estates, businesses, charitable organizations and retirement plans through wealth management, financial planning, discretionary portfolio management and retirement-plan advisory services. The firm operates as a small team with a multi-advisor model and manages roughly $305 million in client assets for about 245 relationships.

Portfolios are customized around strategic asset allocation using primarily low-cost mutual funds and ETFs, with the option to include individual stocks, bonds and options; the firm’s strategies are generally long-term but may include shorter-term trades for rebalancing or to meet client needs. Integrity Wealth manages most assets on a discretionary basis and also offers an Individual Stock Model Portfolio option that carries a separate incremental fee.

Notable differences from many peers include a formal educational program run under a practice d/b/a that provides retirement-focused seminars and workshops through a local college; these sessions are educational in nature and the firm does not receive compensation for them. The firm also maintains an institutional relationship with a national custodian that provides research, technology and other platform support (including launch-related support and reimbursements), and it offers ERISA-focused retirement-plan advisory services designed to assist plan sponsors with fiduciary duties.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General retirement planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.75% annually for wealth management services based on various factors $0+: Up to 1.50% annually for retirement plan advisory services

Other

Fee-only: Financial planning fixed fees ranging from $1,500 to $5,000 per engagement, negotiable based on complexity

Main office

See office

1200 Executive Parkway, Suite 430

Eugene OR 97401

Advisors at this office

5

Most active in

Arizona · California · New Mexico · Oregon · Texas · Washington

Also doing business as

Integrity Financial · Integrity Wealth LLC · Retirement Intelligence · Sanders Coffee Group LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew M

CFP®, Series 66

Eugene, OR

Integrity Wealth LLC

Matthew Mathiesen is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Integrity Wealth LLC since 2024. His prior experience includes roles at JOURNEY TREE, LLC, Roehl & Yi Investment Advisors, Merriman Wealth Management, and Waddell & Reed, among others. Integrity Wealth LLC is a multi-advisor team that provides wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm uses customized portfolios focused on strategic asset allocation primarily through low-cost mutual funds and ETFs and operates an educational program offering retirement seminars and workshops through a local college.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner
user avatar

Charles B

CFP®, Series 63

Brookings, OR

Integrity Wealth LLC

Charles Blozinski is a CFP® professional with 21 years of experience in the financial services industry. He currently works at Integrity Wealth LLC and has been with Wild Rivers Financial Services, LLC for 20 years. Integrity Wealth LLC serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans through wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm operates as a small team of six advisors and manages approximately $305 million in client assets with customized portfolios primarily using low-cost mutual funds and ETFs.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner
user avatar

Scott S

CFP®, Series 63, Series 66

Eugene, OR

Integrity Wealth LLC

Scott Sanders is a CFP® professional with 25 years of industry experience, currently serving at Integrity Wealth LLC. His prior roles include positions at TRUE Private Wealth Advisors, PURSHE KAPLAN STERLING INVESTMENTS, and Merrill. He is the owner of Retirement Intelligence, LLC, where he creates and provides educational classes on retirement planning topics. Integrity Wealth LLC is a small team-based firm managing approximately $305 million in client assets across roughly 245 relationships. The firm serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans, focusing on customized portfolios built primarily with low-cost mutual funds and ETFs. They offer discretionary management and educational retirement seminars through a local college without compensation.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner
user avatar

Jennifer P

Series 65

Eugene, OR

Integrity Wealth LLC

Jennifer Paterson is a financial advisor with Integrity Wealth LLC in Eugene, OR, holding a Series 65 designation and seven years of industry experience. Prior to joining Integrity Wealth, she worked at Mainsail Financial Group and has been a partner at JP Home Renovation, LLC, a general contracting business, since 2022, where she handles bookkeeping, scheduling, and marketing. Integrity Wealth LLC serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans through comprehensive wealth management, financial planning, and discretionary portfolio management. The firm employs a multi-advisor team model, managing approximately $305 million in assets with a focus on customized portfolios primarily using low-cost mutual funds and ETFs.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner
user avatar

Jesse C

CFP®, Series 63, Series 66

Eugene, OR

Integrity Wealth LLC

Jesse Coffee is a CFP® with 12 years of industry experience, currently serving at Integrity Wealth LLC. He previously worked at TRUE Private Wealth Advisors, LLC and Merrill. He also owns Retirement Intelligence, LLC, which provides educational classes on retirement planning topics. Integrity Wealth serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm operates as a small team managing approximately $305 million in client assets and offers customized portfolios primarily using low-cost mutual funds and ETFs alongside other investment options.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner
user avatar

Teresa H

Series 66

Eugene, OR

Integrity Wealth LLC

Teresa Hughes is a financial advisor with Integrity Wealth LLC in Eugene, OR, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at True Private Wealth Advisors, Charles Schwab, 44 Wealth Management, and Merrill. Integrity Wealth serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans by providing wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm operates as a small multi-advisor team, managing approximately $305 million in client assets with customized portfolios primarily utilizing low-cost mutual funds and ETFs.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner
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